Activity/Performance Review
Examples of goals: goals common to role type

The goals shown here are ones which appear under specific roles but can also be adapted for a wide range of roles and responsibilities. The section is divided into general goals and some specific to supervisory and managerialroles.

General Goals / Potential Evidence of Achievement
Information supplied to the satisfaction of the customer and 95% of enquiries cleared within three working days. / Lack of complaints.
Manager observation of activity.
Recording customer feedback of good service.
Provide timely and accurate advice in specified subject area/specialty to team colleagues/specified customers. / Manager observation.
Feedback from colleagues/customers.
Completes assigned task/project efficiently and in organised manner, meeting agreed deadlines and quality criteria. / Manager observation.
Evidence of completed task.
Customer feedback.
Utilise the Agresso system to order good and maintain accurate budget records, produce agreed reports to agreed time scale for budget holders. / Accurate reports provided to time scale.
Act as mentor for new member of staff in accordance with guidance at / No evidence, mentoring is a confidential process.
Ensure Compliance with data protection act by setting up and maintaining research records containing personal medical details. / Manager observation.
Assist team by recognising peaks of workflow and contributing to filing, photocopying and faxes etc. / Manager observation.
Completes assigned work (you will need to define this specifically) efficiently and in an organised manner within an established time frame, while taking into consideration current workload. / Matches the work definition.
To train X in the process Y so that there is cover for the role holder’s absence by agreed date. / X can demonstrate the appropriate competence.
Compile a manual detailing all administrative/technical procedures which are required to assist the Research and Development Co-ordinator in the smooth and effective running of the course. / First draft completed by agreed dateand circulated to Research and Development Co-ordinator for comments.
Provide costings for new equipment required for refurbishment of office space. / Costings available.
Produce and /or maintain procedural instructions for completing a specific task or process ensuring compliance with any legal requirements and University Policy. / Procedural guidance on view.
Manager observation.
Feedback from users of guidance.
Produce accurate minutes of specified committee meetings to the Chair within three working days of the meetings and distribute minutes within two working days of the Chairs approval. / Record of distribution of minutes.
Train X in process/task Y so that there is cover available for the role holders absence. / X can demonstrate the necessary competence.
Discuss with key (identified) customers agreeing with each two improvements to service and implement these by a date agreed with each customer. Discuss these changes at team meetings, indicating the costs and benefits of these changes. / Feedback from customers.
Report to team meetings.
Organise Open Days/Tours, issue invitations and supporting material, ensure all staff involved have the required information, book rooms, catering, transport as required. / Well run Day/Tour.
Feedback from students and academic colleagues.
Manager observation.
Design a database in order to more effectively monitor usage and costs of materials/stationery etc (specify). / Timely orders.
No interruptions os supply
possibly reduced expenditure.
Act as a mentor for new staff in accordance with the guidance at / No evidence, mentoring is a confidential process.
Supervisory and Management Goals / Potential Evidence of Achievement
Manage the team, allocating work and ensuring high quality service to specified staff and students. / Feedback from users.
Manager's observation.
Plan and implement an induction programme for new staff member in accordance with the guidance at in accordance with agreed criteria. / Induction plan.
Feedback from new staff member.
Manage the performance review process for each member of the team. Ensure that goals are agreed by (date) and that a budget is produced and given to line manager detailing the cost of development agreed to support the goals by (date). / Performance Review forms completed to agreed time scale and costed T&D Plan produced.
Produce a robust, costed planning statement with agreed service enhancements to the satisfaction of the line manager. / The plan.
Evaluation of service enhancements.
Managers observation.
Discuss with my key customers (agreed date) agreeing with each two ways in which my service to them will be improved and implement these changes to their satisfaction by (agreed date). Discuss these changes at the appropriate team meeting and indicate the costs and benefits of these changes. / Feedback from customers.
Report to team meeting.